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Us Stocks Gain As Tech Stocks Add to Trump Bump

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  • As Nvidia’s stock gains, one analyst shows why Stargate could be so significant

    Will Nvidia become part of the “Trump trade?” Melius Research says the new Stargate joint venture may signal more AI-friendly moves ahead and help the company’s long-term growth.
    MarketWatch - 1h

  • US equities gain as tech stocks add to Trump bump

    Investors pour money into European equities as fears over tariffs eased
    Financial Times - 3h

  • Beyond Big Tech: 20 stocks to ride the AI trend

    Vanguard’s chief economist suggested investors increase stock-market exposure to ride expected improvements from artificial intelligence but cautioned that technology stocks are “very highly valued.”
    MarketWatch - 7h

  • Jim Cramer is struggling with 2 tech stocks and says another 2 names are buys

    The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
    CNBC - 8h

  • Trump’s space ambitions ignite a rally in these stocks — an analyst sees more gains ahead

    A Cantor Fitzgerald analyst says that he expects “future growth” in the space-exploration industry.
    MarketWatch - 11h

  • Tesla’s ‘Trump bump’ fades as stock falls alongside rest of EV sector

    Investors still expect Musk to benefit more broadly from Trump 2.0.
    MarketWatch - 23h

  • Oracle, Nvidia and other Big Tech stocks jump as Trump rolls out Stargate AI initiative

    President Trump announced a major AI infrastructure investment of “at least $500 billion,” signaling a willingness to work alongside large tech companies.
    MarketWatch - 1d

  • Tech is now betting on AI ‘agents.’ Will they boost stocks or take your job?

    Software companies like Salesforce are marketing their newest generative artificial-intelligence products as “agents” and “digital labor” — but analysts doubt agentic AI’s ability to take jobs or ...
    MarketWatch - 1d

  • Stock futures rise as Trump sworn in as president with regular trading closed

    Traders were likely encouraged by a report that Trump wouldn't immediately install new tariffs on day one.
    CNBC - 2d

  • The stock market’s ‘Trump bump’ will be back. Just be patient.

    The stock market’s rough 2025 start should smooth out after the presidential inauguration.
    MarketWatch - 4d

  • Trump is unpopular with many Americans. The stock market approves.

    Trump’s current approval rating — 47.2% — is in the sweet spot for above-average stock market gains.
    MarketWatch - 4d

  • Tesla’s stock is surging ahead of Trump’s inauguration. What matters after that.

    Tesla’s stock surges ahead of Inauguration Day, as investors bet on CEO Elon Musk’s ability to influence Federal rule making.
    MarketWatch - 4d

  • US stocks post best week since Donald Trump’s election win

    Easing underlying US inflation pressures and strong bank earnings ‘emboldened the bulls’ on Wall Street
    Financial Times - 5d
  • SLB Stock Gains on Topped Forecast, $2.3 Billion Buyback

    SLB Stock Gains on Topped Forecast, $2.3 Billion Buyback

    Shares of SLB advanced after the oilfield services giant announced a $2.3 billion stock buyback, bumped dividend payouts higher and reported quarterly earnings that topped Wall Street views.
    The Wall Street Journal - 5d

  • This strategist nailed when the Trump bump would end, to the day. Now he says stocks can fall as much as 40%.

    Volatility trader and founder of Kai Volatility Cem Karsan believes the Fed could provoke a sharp stock fall if it’s not careful.
    MarketWatch - 5d

  • In Panama, we're a laughing stock because of Trump

    Donald Trump's threats to take back the Panama Canal have been met with laughter and mockery by Panamanians, who view him as a buffoon, while also taking his threats seriously due to America's ...
    The Hill - 6d

  • 10 things to watch in the stock market Thursday after the best S&P 500 gain since the election

    The S&P 500 was looking at a muted open.
    CNBC - 6d
  • Wall Street stocks post biggest rally since Trump’s election victory

    Wall Street stocks post biggest rally since Trump’s election victory

    Easing underlying US inflation and strong bank earnings boost equities
    Financial Times - Jan. 15

  • There's a popular tech stock washout Monday as Palantir, Nvidia and Rigetti Computing drop

    Popular technology stocks tumbled Monday as bond yields rose, dragging down tech-heavy Nasdaq-100 futures.
    CNBC - Jan. 13

  • US activist Weinstein wants to be ‘white knight’ of UK stock market

    Saba Capital founder says aim of his firm’s campaign against seven investment trusts is a new strategy to help small investors
    Financial Times - Jan. 12

  • Stock market’s ‘Trump bump’ nearly erased thanks to bond selloff. What’s next.

    The S&P 500 is threatening to erase the “Trump bump” investors attributed to Donald Trump’s victory.
    MarketWatch - Jan. 11
  • Americans stocking up on foreign goods before Trump tariffs: ‘a sense of urgency’

    Americans stocking up on foreign goods before Trump tariffs: ‘a sense of urgency’

    As inauguration day approaches, consumers scooping up iPads, building supplies, shelf-stable foods and electric cars. Tablets and appliances made in China, hybrid cars built in Canada, European ...
    The Guardian - Jan. 11
  • Investing in Stocks and Bonds Will Be Trickier Under Trump

    Investing in Stocks and Bonds Will Be Trickier Under Trump

    Sizzling returns may well continue, but our columnist suggests that it would be wise to prepare for the next storm.
    The New York Times - Jan. 10

  • Stock market gain that followed Trump's election win is close to being wiped out

    The S&P 500's gain since Election Day now sits at just around 0.5%.
    CNBC - Jan. 10

  • Constellation’s stock soared on AI hopes. Now the energy company is using those gains to buy Calpine in $16 billion deal.

    Constellation Energy Corp., an electricity provider whose stock has doubled over the last year on hopes it will help meet the voracious energy demand created by artificial-intelligence ...
    MarketWatch - Jan. 10

  • Micron’s stock leads the S&P 500 for 2025. Here’s why more gains could follow.

    An analyst sees big upside ahead, fueled by rapid growth in high-bandwidth memory for AI.
    MarketWatch - Jan. 9
  • Fed braces for Trump inflation bump

    Fed braces for Trump inflation bump

    Welcome to The Hill's Business & Economy newsletter {beacon} Business & Economy Business & Economy   The Big Story  Fed frets about impact of Trump policies on inflation Central bank officials ...
    The Hill - Jan. 8

  • We're locking in roughly 100% gains on a stock that has fallen out of favor

    The stock has been downgraded by three analysts this week.
    CNBC - Jan. 8

  • Indian stocks will benefit from the Trump 2.0 era, portfolio manager says

    Investors eyeing up firms with the potential to become the "blue chip companies of the future" should look to India, according to investor Kunal Desai.
    CNBC - Jan. 7
  • US stocks slide as strong data sends Treasury yields higher

    US stocks slide as strong data sends Treasury yields higher

    Investors bet Fed likely to lower interest rates just once this year after better than expected jobs and services figures
    Financial Times - Jan. 7

  • Tech stocks got slammed because economic data sparked a jump in bond yields

    Data on job openings and service-sector activity sent markets into “good news is bad news” mode on Tuesday.
    MarketWatch - Jan. 7
  • Is the US stock market in bubble territory?

    Is the US stock market in bubble territory?

    Valuations might be frothy but don’t seem nutty
    Financial Times - Jan. 7

  • The US stock market has never been more concentrated. Does it matter?

    World’s biggest game of Jenga
    Financial Times - Jan. 7
  • Big Tech Is So Dominant the Stock Market Would Have Been Flat for 2 Years Without It

    Big Tech Is So Dominant the Stock Market Would Have Been Flat for 2 Years Without It

    Big Tech stocks have fueled most of the S&P 500’s gains over the past several years.
    Inc. - Jan. 6

  • Stocks will struggle under Trump if this rate keeps going higher

    U.S. debt concerns and higher Treasury yields may be stumbling blocks for stocks in 2025.
    MarketWatch - Jan. 4

  • Tesla’s stock got a big Trump bump. Now Elon Musk needs to get back to work.

    Some of the question marks for the coming year: How will Chief Executive Elon Musk’s foray into politics will play out? And how fast and seamless will Tesla’s new projects, including a cheaper EV ...
    MarketWatch - Jan. 4
  • Nuclear-Energy Stocks Gain After Easing of Hydrogen Tax-Credit Rules

    Nuclear-Energy Stocks Gain After Easing of Hydrogen Tax-Credit Rules

    The final rule for clean-hydrogen production would allow some nuclear power plants that are at risk of retirement to produce the gas.
    The Wall Street Journal - Jan. 3

  • We're selling this stock for the first time in a year, locking in a nearly 1,000% gain

    The last time we trimmed this stock was Jan. 2, 2024.
    CNBC - Jan. 2

  • South Korean investors pile into US equities as domestic stock market languishes

    Retail investors expect Trump rally to continue and Tesla is a favourite with Musk praising country’s ‘smart people’
    Financial Times - Jan. 2
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